Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Charitable Giving
  • Saving for Education
  • Estate Planning Strategies
  • Investments
  • Small Business
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series7 - General Securities Representative Examination
  • Series 65- Uniform Investment Adviser Law Examination
  • Series 63- Uniform Securities Agent State Law Examination
  • SIE -Securities Industry Essentials Examination

Interests

Robert lives in Cape Coral along with his wife Jami and their children Julianna 14 and Robert Jr 11. They enjoy boating, fishing and spending time with friends and family. While enjoying the South West Florida sunshine they are active members of the Oasis Charter Schools and its Foundation that provides support and fundraising to benefit the Charter Authority school system. He is a volunteer coach with the Cape Coral Soccer Association and sponsors the Cyclones Soccer travel team. He is also a corporate member and sponsor of the Southwest Florida Military Museum & Library.

Community participation

Sponsor of Cape Coral Schools Charter Foundation "Rally on the Green" Golf Event.

Sponsor of the Ft. Myers Lee Health ALS Clinic

Cape Coral Soccer Association and Sponsor of the Cyclones Soccer team

Corporate Member and Sponsor of the Southwest Florida Military Museum & Library

Previous experience

  • Financial Advisor, Merrill Lynch, 2008 - 2018
  • Financial Advisor, H&R Block Financial Advisors, 2001 - 2008